Solutions That Turn Insights Into Impact

Integrated solutions that help financial institutions grow revenue, improve efficiency, and empower consumers, using the products you already trust.

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FinRank product on a MacBook

How FinRank brings intelligence to every member moment.

The member-intelligence layer for banks and credit unions. FinRank reads every channel, scores intent, and routes the next best action to the right team.

Your signal-to-action layer

Quiet member moments become action, powered by your own data and built for measurable impact.

Shiver · MCP Bank & credit-union intelligence, inside your AI assistant. Five years of regulatory data, peer benchmarks, rate moves, and market share, straight into Claude, ChatGPT, and Copilot. 100 free queries with any sign-up.
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One Platform, Multiple Possibilities

Built once. Used by every team that touches a member.

Auto Loan Engagement

Turn the 60 months after an auto loan into the reason a borrower opens your app, with payoff tracking, equity, rewards, and the next offer.


Rate & Competitive Intelligence

See competitor rate moves and money-in-motion signals the day they happen, each with the next action already attached.

Conversion & Attribution

Track digital conversion gaps and recover abandoned applications before they walk to a competitor.


Targeted Outreach

Reach the right member at the right moment with offers timed to real intent, not guesswork.

Branch & Call Center

Every conversation, captured, scored, and routed to the right person.


Relationship Bankers

One view of the member. Every opportunity, ready before the call.


Coaching & Performance

Spot what top performers do. Teach it to everyone else.

FinRank dashboard preview

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If you are a financial institution and want to learn more, fill out this form and our team will get back to you soon.